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Types of Tax Returns Prepared:

  • Individual Income Tax

  • Small Business

  • Partnership

  • Corporate (S Corp & C Corp)

  • Ex-Patriot

  • FinCEN 114 (FBAR)

  • Trusts/Estate

  • Non-Resident

  • Resident Alien/Non-Resident Alien

  • Dual Status

  • State Tax Return (all applicable U.S. states)

Any of these related to the above:

  • Prior Year Tax Return Preparation

  • Amended Return Preparation

We help our clients with the following services:

  • Attend continuing education to abreast with changing and evolving tax codes and IRS positions

  • Prepare your tax return with our high end professional software

  • Adjust or catch up your business or investment bookkeeping records so they are tax-ready

  • Check for every deduction you are eligible for

  • Double- and triple-check your tax return’s accuracy

  • Review any red flags generated by our tax software and inform you of any that might increase your risk or review or audit

  • Explain the complexities in an understandable way so you can feel confident you’ve made the right decision

  • Electronically file your individual, corporate, and estate tax returns at the local, state, and national levels so you can get any refunds back as fast as possible

  • Provide you a link where you can check on your refund status

  • Keep you informed of due dates within the scope of our engagement with you so you can stop worrying whether you’ve forgotten to file something important

  • Answer your questions and explain your options

  • Help you with recordkeeping requirements

  • Provide year-round access to copies of your returns should you need them to purchase a new house or take out a loan

  • Be available to call or email year-round for additional tax questions or services

  • Help you adjust your tax withholding amounts for next year

  • Calculate estimated tax payments you may need to make to reduce or avoid penalties for next year

  • Make tax projections throughout the year so there are no surprises

  • Meet with you to determine ways to reduce your tax bill for next year

  • Provide you with deductions you may be able to take next year to reduce your taxes